Olde Wealth Management
Olde Wealth Management reported 119 stocks worth $353K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ESGD (12.7%), EFIV (10.9%) and NVDA (7.8%). Compared with Q1 2026, the fund opened new positions in XOM, BA and FTNT, added to ESGD, EFIV and ESGV, trimmed NVDA, AAPL and GARP and sold out of XOM, SCHG and T.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ESGD Ishares TR | $45K | 12.7% | 434K | +11K (+3%) | 7 of 7 | |
| 2 |  EFIV Spdr Series Trust S&P 500 Esg ETF | $39K | 10.9% | 529K | +10K (+2%) | 7 of 7 | |
| 3 |  NVDA Nvidia Corporation | $27K | 7.8% | 137K | −1,373 (−1%) | 7 of 7 | |
| 4 |  ESGV Vanguard Esg US Stock | $26K | 7.2% | 193K | +7,655 (+4%) | 7 of 7 | |
| 5 |  EAGG Ishares TR | $23K | 6.6% | 490K | +29K (+6%) | 7 of 7 | |
| 6 |  AAPL Apple Inc | $19K | 5.3% | 65K | −440 (−1%) | 7 of 7 | |
| 7 |  VCRB Vanguard Malvern Fds | $14K | 4.0% | 183K | +9,768 (+6%) | 5 of 7 | |
| 8 |  GARP Ishares TR | $12K | 3.4% | 144K | −7,486 (−5%) | 5 of 7 | |
| 9 |  MSFT Microsoft Corp | $11K | 3.2% | 31K | −114 (−0%) | 7 of 7 | |
| 10 |  SPYV State Street | $10K | 2.8% | 163K | −3,615 (−2%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Olde Wealth Management 13F FAQ
What does Olde Wealth Management own?
Olde Wealth Management reported 119 stocks worth $353K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ESGD (12.7%), EFIV (10.9%) and NVDA (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Olde Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 25 added to, 36 trimmed and 5 sold out. New positions include XOM, BA and FTNT. It sold all of XOM, SCHG and T.
When will Olde Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Olde Wealth Management's portfolio worth?
The Q2 2026 filing reports $353K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.